Companies covered: Flux Power Holdings, Inc. (NASDAQ:FLUX), Allied Motion Technologies, Inc. (NASDAQ:AMOT), FLIR Systems, Inc. (NASDAQ:FLIR), ABB Ltd (NYSE:ABB), Alstom SA (EPA:ALO), Bombardier Inc (OTCMKTS:BDRBF), Dover Corporation (NYSE:DOV), Emerson Electric Company (NYSE:EMR), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), Eaton Corporation, PLC (NYSE:ETN), General Electric Company (NYSE:GE), Graco Inc. (NYSE:GGG), Honeywell International Inc. (NYSE:HON), Ingersoll-Rand plc (Ireland) (NYSE:IR), ITT Corporation (NYSE:ITT), Johnson Controls, Inc. (NYSE:JCI), 3M Company (NYSE:MMM), NN, Inc. (NASDAQ:NNBR), Rockwell Collins, Inc. (NYSE:COL), RBC Bearings Incorporated (NYSE:RBC), Siemens AG (OTCMKTS:SIEGY), SPX Corporation (NYSE:SPXC), TriMas Corporation (NASDAQ:TRS), Tyco International PLC (NYSE:TYC), United Technologies Corporation (NYSE:UTX), Westinghouse Air Brake Technologies Corporation (NYSE:WAB), MITSUBISHI HVY IND NPV (OTCMKTS:MHVYF), Delta Air Lines, Inc. (NYSE:DAL), Faiveley Transport SA (EPA:LEY), Hitachi, Ltd. (ADR) (OTCMKTS:HTHIY), Oracle Corporation (NYSE:ORCL), SAP SE (NYSE:SAP), Motorola Solutions, Inc. (NYSE:MSI), Huntington Ingalls Industries, Inc. (NYSE:HII), Orbital ATK Inc (NYSE:OA), AeroVironment, Inc. (NASDAQ:AVAV), L-3 Communications Holdings, Inc. (NYSE:LLL), Raytheon Company (NYSE:RTN), Lockheed Martin Corporation (NYSE:LMT), Southwest Airlines Company (NYSE:LUV), Spirit Airlines, Inc. (NASDAQ:SAVE), United Continental Holdings, Inc. (NYSE:UAL), American Airlines Group, Inc. (NASDAQ:AAL), Alaska Air Group, Inc. (NYSE:ALK), JetBlue Airways Corporation (NASDAQ:JBLU), Allegiant Travel Company (NASDAQ:ALGT), Hawaiian Holdings, Inc. (NASDAQ:HA), Boeing Company (The) (NYSE:BA)